Institutional Ownership Alps ETF Tr Oshares U S Small (OUSM)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Small (OUSM). We have compiled data on the 130 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $680 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
3,291
shares
|
$142,368
0.07% of portfolio
|
Q2 2025
Added 67.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,113
shares
|
$134,668
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
3,071
shares
|
$132,851
0.0% of portfolio
|
Q1 2025
Reduced 13.22%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
2,217
shares
|
$95,907
0.02% of portfolio
|
N/A
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,651
shares
|
$71,422
0.02% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,596
shares
|
$69,042
0.0% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,547
shares
|
$66,923
0.0% of portfolio
|
Q2 2022
Added 188.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,450
shares
|
$62,727
0.0% of portfolio
|
Q3 2025
Reduced 64.31%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,013
shares
|
$43,822
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$43,260
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
850
shares
|
$36,771
0.02% of portfolio
|
Q2 2024
Reduced 86.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
817
shares
|
$35,343
0.0% of portfolio
|
Q3 2025
Reduced 23.79%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
700
shares
|
$30,282
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
684
shares
|
$29,589
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
616
shares
|
$26,648
0.0% of portfolio
|
Q3 2025
Reduced 38.4%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
561
shares
|
$24,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
428
shares
|
$18,515
0.0% of portfolio
|
Q3 2025
Reduced 67.4%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
200
shares
|
$8,652
0.0% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
190
shares
|
$8,219
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
167
shares
|
$7,224
0.0% of portfolio
|
Q3 2025
Reduced 91.6%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
126
shares
|
$5,450
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
125
shares
|
$5,407
0.0% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
106
shares
|
$4,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
96
shares
|
$4,152
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
82
shares
|
$3,547
0.0% of portfolio
|
Q3 2025
New holding
|
|